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  1. Contacts - Import with contact Group

    92 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Maggie Dahl commented  · 

    I use Xero for a non-profit so we don't have customers, but we do have donors which I have added as a group. I can download donor information from paypal, instagram, etc. and need to import the donor group with the info. It's very cumbersome not to have this.

  2. Contacts - Ability to export/import additional notes

    102 votes

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    submitted  ·  24 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Maggie Dahl supported this idea  · 

  3. Contacts - Add a Job Title field

    71 votes

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

    Maggie Dahl supported this idea  ·